💊 Reports on Steroids part 2: Introducing the new report editor

This is the second part in a series of releases related to improvements to our reports feature. You can find the first part here: Reports on Steroids part 1: Configurable summaries

Our mission is to make reporting fun and delightful. Does that sound like mission impossible? We get that. After all, what most people think of reporting is something quite dull and repetitive. But it doesn’t have to be that way! With the right tools, you can automate all those manual, repetitive tasks and make your reports shine with great layouts and visualizations.

We have now completely redesigned the report editing experience. When you open a report for editing, the report layout stays the same but dotted rectangles appear around each content block. That means they’re now editable. You can edit the descriptions, and you can reorder the content blocks with drag & drop.

When you hover the mouse between the blocks, a ruler appears, suggesting that you can add more content there. Clicking the “+” opens a modal that allows selecting either a chart or a text. If you select Text, a new block is added, and you can type the text you want to add. If you choose Chart, a modal is opened, allowing you to pick any of your existing charts or to create a new chart.

When you click Update report the report is saved, and you can find it under the Reports tab. From there, you can share it with the share link, or schedule it to be sent by email or Slack.

Automate the report creation and sending to all stakeholders

You only need to create your reports once, and it will always display the latest information. If you need to create multiple reports for different teams or customers, you can easily duplicate reports. When you schedule a report, a copy of the report is saved as PDF so that you always see what was the status of your project at any point in its history.